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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,415 | $123,155-88.3% | $108,753-86.7% | $155,188-90.7% |
| Participation rate | 45.8% | 75.6%-29.8pp | 71.1%-25.3pp | 80.8%-35.0pp |
| Annual return | 7.36% | 44.73%-37.4pp | 37.47%-30.1pp | 148.84%-141.5pp |
| Employer contribution / active EE | $354 | $2,811-87.4% | $2,427-85.4% | $4,248-91.7% |
| Participant deferral / active EE | $1,296 | $4,623-72.0% | $4,115-68.5% | $6,531-80.2% |
| Admin fee / account holder | $3,984 | $12,126-67.1% | $10,320-61.4% | $14,480-72.5% |